Contacts Options

From the Contacts fly out, you can do the following:

Log a Ticket

Add to Revelations

Edit Contact

View Open Tickets

View Assets

Add Asset

Log a Ticket

To log a ticket from the contact fly-out, click on the Log a Ticket icon . This will open the Log a Ticket window. Fill in the information as you would for any new ticket - the end user will automatically be filled in with the selected contact.

 

Add Contact

Add a new contact to Revelation helpdesk by clicking on the Add New Contact icon at the top of the bar. When you do, you will be taken to the Add New End User page.

NOTE: If you do not have permission to add a new user, this icon will not be visible in your Contacts fly out.

Add to Revelations

You can add clients you search frequently to Revelations. Simply click on the Revelations icon so it turns full color. To see all your 'favorite' contacts, use the Contacts menu and select Toggle favorites.

You will also see the selected contacts in the Revelations fly out under Contacts.

Toggle Favorites View
Revelations View
 
 

To get out of Toggle Favorites view, simply click Toggle Favorites again. All contacts will appear.

If you have no Contacts saved as a favorite, Toggle Favorites will show that no contacts were found.

To add favorite contacts, click the Revelations icon.

When it appears in color, it has been saved as a favorite - re-filtering for favorites will show the addition.

NOTE: If Revelations is not active, clicking on the icon will still set the contact as a favorite.

Contact Options

To view all available options for each contact, expand the user's name to get the following options:  

Edit Contact


By right-clicking on a name, you may be able to edit the contact information. When you click on Edit Contact, you will be taken to the User Information page for the contact. If you have permissions to edit this area, you will be able to make and save changes. Otherwise, you'll be able to view the information for the user.

Open Tickets

Selecting Open Tickets will perform a search of the contact for any open tickets in Revelation helpdesk associated with the user.

View Assets

View Assets will run a report for any assets associated with the End User.

This feature is not available for Core users.

Add Assets

Selecting Add Asset will open a new window allowing you to add an asset associated with the contact.

This feature is not available for Core users.


NOTE: If permissions are not active for a user to see or add Assets, this option will not be available.